Mike Burning
by MIKE BURNING

NVIDIA is the GOAT

18/09/2025 33 0
NVDA
FACT: Quarterly Summary Q2 FY2026 – NVIDIA

Nvidia cemented its leadership in AI with a blockbuster Q2, reporting $46.7 billion in revenue (+56% YoY) and data center growth of 56%. Margins soared to 72.7%, while EPS reached $1.08, exceeding expectations. With Q3 guidance above $50 billion, Nvidia continues to demonstrate robust demand and operational excellence. Trading at 40x P/E, the company remains undervalued given its dominance in the AI sector and unmatched technological moat. For long-term investors, Nvidia represents a rare blend of growth and market leadership.

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